Maintain Recurring Payments/Deductions - Infotype 0014

Transcription

1 Last Update: 02/26/13 10:20 AM Maintain Recurring Payments/Deductions - PA30 Publisher Information File Name r_pa30_maintain_recurring_payments_deductions_infotype_0014.doc Link 1 Link 2 Link 3 Link 4 Job Role Insert Job Role rows as necessary. Transaction User Data Description PA30 Recurring Payments/Deductions - Client Language Doc Type Job Role BPP Page: 1 of 13

2 Change History Update the following table as necessary when this document is changed. Date Name Change Description 7/2/07 Amy Blom created draft Trigger: Use this procedure to enter a recurring deduction or payrment that is either deducted from an employee's pay or paid to an employee. Business Process Procedure Overview Use this procedure to enter recurring payments or deductions. Examples of this transaction would be: Cell Phone Supplement Parking Membership Dues Access Transaction: Via Menu Path SAP menu >> Human Resources >> Personnel Management >> Administration >> HR Master Data >> PA30 - Maintain Via Transaction Code PA30 Page: 2 of 13

3 Procedure: SAP Easy Access 1. Update the following required and optional fields: Command Field Name Description R/O/C Values White alphanumeric box in upper left corner used to input transaction codes R Enter value in Command. Example: PA30 2. Click Enter button. Page: 3 of 13

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5 Maintain HR Master Data 3. Update the following required and optional fields: Field Name Description R/O/C Values Personnel no. Unique employee identifier R Enter value in Personnel no.. Example: Information: Ensure the correct personnel number was entered. 4. Click Enter button. Page: 5 of 13

6 5. Click the Payroll tab button. Page: 6 of 13

7 Maintain HR Master Data 6. Click Recurring Payments/Deductions button. Information: Select the appropriate Infotype to display. Infotype records can be accessed through the various /Tabs/ or through the /Direct Selection/ section of the screen. Infotypes listed within the Tabs with a corresponding green checkmark indicate that he infotype records is populated with data. Infotypes without a green checkmark may not be populated at this time. 7. Click Create (F5) button. Page: 7 of 13

8 8. The table below provides the decriptions for each field in. Field Wage Type Amount Reason for Change Payment model Description Type of deduction/payment for the employee per pay period. Amount of deduction or payment. In this field, you enter the reason for change in the data in the infotype. The payment model defines a time pattern in which deductions are withdrawn and payments made. 1 st payment period In the First payment period field, you can enter the first period in which the recurring payment or deduction is to be made. 1 st payment date Enter the first payment date. This date defines the payroll period in which the recurring payment or deduction is to be made the first time. Interval in periods Interval/Unit Enter the number of periods that should lie between two consecutive payments. This field together with the Unit field defines the interval between recurring payments and deductions. Page: 8 of 13

9 Create Recurring Payments/Deductions (0014) 9. Update the following required and optional fields: Start Field Name Description R/O/C Values Wage Type Beginning date of the specified date range Type of deduction / payment for the employee per pay period. R R Enter value in Start. Example: 10/05/2007 Enter value in Wage Type. Example: 2400 Information: If you know the wage type code number you want to enter, you may type it directly into the wage type field. If you do not know the code number you want to enter, click the drop-down menu on the right of the wage types field (after single-clicking the Page: 9 of 13

10 field). This will give you the codes and descriptions of the available wage types for the employee being processed. In this demonstration, we are using wage type 2400 SECU. 10. Update the following required and optional fields: Field Name Description R/O/C Values Amount Amount of deduction / payment. R Enter value in Amount. Example: Page: 10 of 13

11 Create Recurring Payments/Deductions (0014) 11. Click Save (Ctrl+S) button. Page: 11 of 13

12 Maintain HR Master Data 12. Click Display (F7) button. Critical: If you are intending to process a deduction wage type, confirm there is an 'A' to the left of the amount field. If an 'A' exists, you are processing a deduction wage type. If an 'A' does not exist, your are processing a payment wage type. Rumor has it, 'A' stands for the German word for deduction, 'Abzug'. Page: 12 of 13

13 Display Recurring Payments/Deductions (0014) 13. Click Exit (Shift+F3) button. 14. The system task is complete. Launch WEB HELP Page: 13 of 13